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jeunke22

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jeunke22

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Friday, 04/12/2024 3:31:39 PM

Friday, April 12, 2024 3:31:39 PM

Post# of 189247
Marvell Technologies announcing groundbreaking data center transceivers mid 2024 using 200 Gbps per lane and silicon photonics. Now who would be able to supply 200 G per lane modulators on a silicon photonics platform? I know only of one company! Marvell delivers its products to Google, Microsoft and AWS and they are projecting a gigantic datacenter TAM between 2023 and 2028 from 21 B to 75 B. None of these huge developments are included in the analyst projections. ‘The market’ doesn’t know ( yet).
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